Appendix: Delivered Web Service and Service Operations

This appendix discusses the delivered web services and service operations for financial accounts.

See Also

Order Capture Delivered Business Processes and Web Services

Delivered Web Services

This section discusses:

• The financial account web service.

• How to view the message elements.

See Also

Working with Business Processes and Web Services

Financial Account Web Service

A web service is available with the following operations:

• Create Account

  Takes financial account data as input and creates a financial account record and associated child records in the CRM system.

• Get Account

  Returns a financial account record and its associated child record based on a passed unique identifier.

• Search Account

  Returns a list of financial account records and the associated child records based on criteria field values passed via the input message.

• Update Account

  Modifies the attributes of the financial account data structure.

• Change Account Address

  Takes the account number and new address data as input and changes the address in the CRM system for that account.

This table provides the technical names, operation type, and messages names of the service operations that are related to the web services:

Viewing the Message Elements

You can view the elements and fields that are included in each operation message through PeopleTools.

To view a list of field names and aliases for a particular message:

1. Select PeopleTools, Integration Broker, Integration Setup, Messages.

2. Enter RBF or RBI in the Message Name field and click Search.

   The system lists all the messages that are related to financial services or insurance.

3. Select the message you want to view.

4. Click the message name link under the Parts grid.

   The system opens the Message Definition page in a new browser.

5. Click the plus sign next to the table name at the bottom of the page to view the fields and aliases associated with the message.